MLPA vs AMLP

AMLPA

BAMLP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,959AMLP · MLPA $20,054

Lowest cost0.08%XLF · $8 on $10k

Most income8.14%AMLP · $814 on $10k

Smallest drop−10.7%MLPA · worst fall in 1Y

Held in common92.1%MLPA and AMLP

MLPA

AMLP

Global X - MLP ETF · $2.3BAlerian MLP ETF · $12.0B

+13.5%3 years · per year$14,625 · $15,151+14.9%

+14.9%5 years · per year$20,054 · $20,959+16.0%

0.77%Expense ratio$77 · $101 on $10k · lower wins1.01%

7.80%12-mo yield$780 · $814 on $10k8.14%

−10.7%Worst dropSmaller wins−11.0%

13.2%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPA · AMLP

12.7%MPLX12.7%

13.8%EPD12.5%

12.5%PAA13.2%

15.2%ET12.0%

Held in common92.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	AMLPA	Global X - MLP ETFRead Desk	0.77%	7.80%	−2.1%	+12.7%	+16.4%	+13.5%	+14.9%	−10.7%	$2.3B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BAMLP	Alerian MLP ETFRead Desk	1.01%	8.14%	−2.2%	+12.8%	+16.3%	+14.9%	+16.0%	−11.0%	$12.0B
2	AMLPA	Global X - MLP ETFRead Desk	0.77%	7.80%	−2.1%	+12.7%	+16.4%	+13.5%	+14.9%	−10.7%	$2.3B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MLPA vs AMLP

MLPA

Global X - MLP

$20,054

AMLP

Alerian MLP

$20,959

MeasureMLPAAMLP

Fee0.77%1.01%

Cost on $10k a year$77$101

Yield7.80%8.14%

5 years, per year+14.9%+16.0%

3 years, per year+13.5%+14.9%

Worst drop · 1Y−10.7%−11.0%

Volatility · 1Y13.2%13.4%

3–3measures won
level

92.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MLPA, AMLP, XLF

Today

92.1%most shared, MLPA and AMLP

MLPAAMLPXLF

MLPA—92.1%0.0%

AMLP92.1%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$713most kept, AMLP

AMLP$814 − $101 = $713

MLPA$780 − $77 = $703

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee